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88
Dec 3, 2013
12/13
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this is tax law season where investors sell their losers to offset the gains they made. and people got gains galore. at a moment a few stocks are down, selling ibm and cat could be particularly brutal. once we get to 2014, there will still be plenty of more long-term problems here. ibm is being challenged by the cloud. its book of business is not in tune with the simple inexpensive nature of cloud computing. the whole watson thing, the race for the most powerful, analytical computer means nothing in this day and age. you won jeopardy, sold. many companies provide excellent data analytics. you don't need ibm. ibm offers the fabled one-stop shop. but then again, information technology outfits are increasingly going a la carte, something we saw with dream force, a celebration of everything that ibm is not. accused ibm as being irrelevant and not offering companies anything close to a bargain. heavy hardware, big iron, no thank you. meantime, ibm spends much of its free cash flow buying back stock. it's a giant cyclical company without any real growth at all. i have to tell
this is tax law season where investors sell their losers to offset the gains they made. and people got gains galore. at a moment a few stocks are down, selling ibm and cat could be particularly brutal. once we get to 2014, there will still be plenty of more long-term problems here. ibm is being challenged by the cloud. its book of business is not in tune with the simple inexpensive nature of cloud computing. the whole watson thing, the race for the most powerful, analytical computer means...
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Dec 2, 2013
12/13
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you would have a humongous tax bill brought on by yourself, and so far not many losses do. if you're an institution, you want to show your clients that you own it. that makes the stock blessed. third, unlike most of the bricks and mortar outfits out there, amazon does have a real mystery. the possibly of a lights out quarter could be in the cards. walmart and target keep going down. finally, when it comes to the worth of amazon, there is a simple answer you can get. it's worth what people will pay for it. the answer is they'll pay $400, or $178 billion for the stock where it was trading this morning before the pullback. that's when the discipline comes in. as i've been saying for a while now, you have to recognize that the idea of a bubble in stocks has kept you out of so many winners that it's just unforgivable. if you're a performance manager. look, i can't blame anyone for wanting to sell amazon, or so many other stocks for that matter based on valuation. i know it's way too expensive for my charitable trust. we're not going to do that. but this weekend also on twitter s
you would have a humongous tax bill brought on by yourself, and so far not many losses do. if you're an institution, you want to show your clients that you own it. that makes the stock blessed. third, unlike most of the bricks and mortar outfits out there, amazon does have a real mystery. the possibly of a lights out quarter could be in the cards. walmart and target keep going down. finally, when it comes to the worth of amazon, there is a simple answer you can get. it's worth what people will...
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130
Dec 9, 2013
12/13
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CNBC
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enterprise value, the market cap plus the debt minus the cash divided by the earnings before interest, taxes, depreciation, amortization of 9.8. credit sweiuisse. the stock still has plenty of room to run. if that's how you want to value it. meantime, trading at 19 times next year's earnings, which is well below the five and ten-year averages and not too pricey considering it should be able to grow earnings at a 40% clip. the bears at goldman think it's time to sell masco and swap with nonresidential construction plays as the space starts to turn. i think they're wrong. i think they're wrong to write off masco and i agree with the bulls and believing this stock could have more room to run. i say stick with masco and stick with cramer. lou in oregon, lou? >> caller: boo-yah, skedaddy. >> i'm not booing, i'm louing. >> caller: hey, about six months ago you, recommended and i bought two stocks, american realty capital properties and also health care reit. i'm wondering, should i by more? >> i would. look, these are all about -- this group has been killed because of rates going higher. and when
enterprise value, the market cap plus the debt minus the cash divided by the earnings before interest, taxes, depreciation, amortization of 9.8. credit sweiuisse. the stock still has plenty of room to run. if that's how you want to value it. meantime, trading at 19 times next year's earnings, which is well below the five and ten-year averages and not too pricey considering it should be able to grow earnings at a 40% clip. the bears at goldman think it's time to sell masco and swap with...
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97
Dec 7, 2013
12/13
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CNBC
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remember, december is a cruel month for losers and the tax law selling that i think are turning could be brutal here from now until year end and then it clears up. mdr is for me. stay with cramer. >>> coming up -- digital dollars. your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. but as more dollars are distributed online. cramer's got the play. >>> we're an interactive show here. on monday i got a call from cody in florida. wanted to know what is happening with the downward sled ride in xoom, the billion dollar company that's basically an online money transfer service. i said i wasn't sure. i've got to take a closer look. xoom came public back in february. shot up immediately 21.50 on the first day of trading, for a while, a pretty darn good year, ran up as high as $35. but in the last six weeks, xoom has been taken to the wood shed. it has fallen more than $8, 24%, hence cody's call. to understand what's going on here, you need some more mac ground on the industry that xoom plays in. what's known as the global remittence bus
remember, december is a cruel month for losers and the tax law selling that i think are turning could be brutal here from now until year end and then it clears up. mdr is for me. stay with cramer. >>> coming up -- digital dollars. your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. but as more dollars are distributed online. cramer's got the play. >>> we're an interactive show here. on monday i got a call from cody in...
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90
Dec 5, 2013
12/13
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CNBC
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eye 90
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we don't need redistribution tax hikes, we don't need state run health care, more spending, lower the incentive barriers and bring us growth. here's another big problem for president obama, the millennials are abandoning him and obama care in droves. a new poll shows plunging
we don't need redistribution tax hikes, we don't need state run health care, more spending, lower the incentive barriers and bring us growth. here's another big problem for president obama, the millennials are abandoning him and obama care in droves. a new poll shows plunging
104
104
Dec 7, 2013
12/13
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CNBC
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remember, december is a cruel month for losers and the tax law selling that i think are turning could be brutal here from now until year end and then it clears up. mdr is for me. stay with cramer. >>> coming up -- digital dollars. your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. but as more dollars are distributed online. cramer's got the play. every day we're working to be an even better company - and to keep our commitments. and we've made a big commitment to america. bp supports nearly 250,000 jobs here. through all of our energy operations, we invest more in the u.s. than any other place in the world. in fact, we've invested over $55 billion here in the last five years - making bp america's largest energy investor. our commitment has never been stronger. with my united mileageplus explorer card. i've saved $75 in checked bag fees. [ delavane ] priority boarding is really important to us. you can just get on the plane and relax. [ julian ] having a card that doesn't charge you foreign transaction fees saves me a ton of mon
remember, december is a cruel month for losers and the tax law selling that i think are turning could be brutal here from now until year end and then it clears up. mdr is for me. stay with cramer. >>> coming up -- digital dollars. your cash is moving to the cloud and a new crop of companies are helping to transfer money around the world. but as more dollars are distributed online. cramer's got the play. every day we're working to be an even better company - and to keep our commitments....